THOMAS  J.  MCALLISTER,  CFP
REGISTERED  INVESTMENT  ADVISOR
 
1098 TIMBER CREEK DRIVE #7, CARMEL, IN  46032
PHONE: (317) 571-1112   FAX: (317) 581-1261
 







 
 
  Thomas J. McAllister, CFPtm, owns and operates McAllister Financial Planning, offering financial planning and investment management services to individuals and businesses since 1975. He is also Executive Vice President and a principal of Morris Group, Inc., a member firm of the NASD.
 
Mr. McAllister entered the securities business in 1962 as an Account Executive of Merrill, Lynch, Pierce, Fenner & Smith. In 1969 he joined Robert W. Baird & Co., a New York Stock Exchange member, as founding Indiana branch manager. In addition to managing their Indiana investment banking operations, he also serviced institutional and individual securities accounts.
 
Mr. McAllister serves as general partner of energy, entertainment, and real estate partnerships. He has written many articles and co-authored two books. He lectures widely on the topics of Economics, Financial Planning, Global Investing, Energy, Estate Planning, and Taxation.
 
In 1977 he became the first CFPtm in Central Indiana, one of the first 700 in the world. He is a registered investment advisor. He was a founding member of the Financial Products Standards Board, which set minimum standards for products offered by Certified Financial Planners. He has served for over 29 years as a volunteer member of various national committees of the NASD(formerly the National Association of Securities Dealers) which regulates the securities business. He has also served as an NASD Arbitrator for over twenty years.
 
Mr. McAllister is co-founder and past president of the Financial Planning Association, and is past president of the Indianapolis Stock and Bond Club; the Vincennes University Alumni Association; and his local Kiwanis club. He was a local president and State Internal Vice President of the Indiana Jaycees, is listed in Who's Who in the Midwest, and is a member of American Mensa.
 
Mr. McAllister is the proud father of six grown children and takes great pride in his thirteen grandchildren and soon to be seven great-grandchildren.
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